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    Brown Wealth Management Group

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    Description

    • Brown Wealth Management Group is an independent, full-service financial planning firm based in San Diego, CA. Led by President Jeff Brown, the firm provides business executives in the technology and biotech industries, engineers, enterprise business owners and individuals with comprehensive financial planning, tactical portfolio management and a regimented review process in order to work toward ensuring all financial affairs are current and organized. Just because you can do it on your own, doesnt mean you have to. Its our mission to help you become financially independent, so youre free to determine the best use of your time, talent and resources. True independence starts with knowing how much money youll need today, to live comfortably for the rest of your life and most people dont know where to start. Experience, the right questions and quality planning tools, allow Brown Wealth Management Group to seek to determine how much you will need and how to get there. Thats when the fun begins. We will help you view your assets as a tool to free up your time, support a worthy cause or pursue your passion. Everyones different. Let us know whats most important to you. Then well help you answer, How much is enough? Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Brown Wealth Management and Stratos Wealth Partners are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.brownwealthmgt.com Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
    • location

      Headquarters:12340 El Camino Real Suite 110, San Diego, California, United States

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    • Brown Wealth Management Group phone

      Phone Number: +1 858-926-5150

    • Brown Wealth Management Group website

      Website: https://www.brownwealthmgt.com

    • Brown Wealth Management Group employees

      Employees:8

    • Brown Wealth Management Group revenue

      Revenue:$1 - 10M

    • Brown Wealth Management Group legal name

      Legal Name:Brown Wealth Management Group

    • Brown Wealth Management Group's Social Media

      Brown Wealth Management Group linkedin Brown Wealth Management Group facebook
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Operating Officer for Brown Wealth Management Group

    Allison Williams

    Chief Operating Officer

    Person level website visitor identification

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    View Employees

    Allison Williams

    Chief Operating Officer

    Christopher Pegg

    Director Of Wealth Management

    Mary Almlie

    Administrative Manager

    Frequently Asked Questions regarding Brown Wealth Management Group

    • Where are Brown Wealth Management Group's Headquarters?

      Brown Wealth Management Group's Headquarters are in 12340 El Camino Real Suite 110,San Diego,California,United States

    • What is Brown Wealth Management Group's phone number?

      Brown Wealth Management Group's phone number is +1 858-926-5150

    • What is Brown Wealth Management Group's official website?

      Brown Wealth Management Group's official website is https://www.brownwealthmgt.com

    • What is Brown Wealth Management Group's Revenue?

      Brown Wealth Management Group's revenue is $1 - 10M

    • What is Brown Wealth Management Group's NAICS code?

      Brown Wealth Management Group's NAICS code is 523930

    • How many employees are working in Brown Wealth Management Group

      Brown Wealth Management Group has 8 employees

    • What is Brown Wealth Management Group's Industry?

      Brown Wealth Management Group is in the industry of Financial Services

    • Who is Brown Wealth Management Group's Chief Operating Officer?

      Brown Wealth Management Group's Chief Operating Officer is Allison Williams

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